Strategic Banking Associate

1 day ago


Bacolod City, Western Visayas, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Relationship Manager

The role involves managing full-service banking relationships, providing exceptional customer experience to high net-worth clients, and expanding existing relationships through profiling and financial needs assessment.

This includes acquiring new relationships through direct prospecting and developing a network of internal and external referral sources. It also requires staying abreast of the customer's changing needs and devising customized financial strategies to meet their requirements.

Responsibilities:
  • Manage a portfolio of high net-worth clients
  • Acquire new relationships through direct prospecting and referrals
  • Cultivate, expand, and strengthen existing relationships
  • Devise customized financial strategies and solutions

Requirements:

  • 3-4 years working experience in Relationship Management in a banking/financial institution
  • Experience in Sales and Marketing
  • Basic knowledge on investments and financial concepts
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Accounting/Auditing and Finance
Industries
  • Banking

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